GWANC
Guardian Wealth Advisors (North Carolina)’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Sell |
16,423
-278
| -2% | -$30K | 0.12% | 97 |
|
|
2025
Q1 | $1.99M | Sell |
16,701
-218
| -1% | -$25.9K | 0.16% | 87 |
|
|
2024
Q4 | $1.82M | Buy |
16,919
+1,186
| +8% | +$128K | 0.14% | 92 |
|
|
2024
Q3 | $1.84M | Sell |
15,733
-274
| -2% | -$32.1K | 0.2% | 70 |
|
|
2024
Q2 | $1.84M | Buy |
16,007
+162
| +1% | +$18.7K | 0.22% | 64 |
|
|
2024
Q1 | $1.84M | Buy |
15,845
+2,969
| +23% | +$345K | 0.23% | 64 |
|
|
2023
Q4 | $1.29M | Sell |
12,876
-1,256
| -9% | -$126K | 0.2% | 72 |
|
|
2023
Q3 | $1.66M | Buy |
14,132
+1,372
| +11% | +$161K | 0.28% | 57 |
|
|
2023
Q2 | $1.37M | Buy |
12,760
+1,668
| +15% | +$179K | 0.23% | 56 |
|
|
2023
Q1 | $1.22M | Buy |
11,092
+2,744
| +33% | +$301K | 0.21% | 63 |
|
|
2022
Q4 | $921K | Sell |
8,348
-260
| -3% | -$28.7K | 0.18% | 73 |
|
|
2022
Q3 | $752K | Buy |
8,608
+541
| +7% | +$47.3K | 0.14% | 81 |
|
|
2022
Q2 | $691K | Buy |
8,067
+2,994
| +59% | +$256K | 0.13% | 86 |
|
|
2022
Q1 | $419K | Buy |
5,073
+149
| +3% | +$12.3K | 0.18% | 97 |
|
|
2021
Q4 | $301K | Buy |
+4,924
| New | +$301K | 0.13% | 118 |
|